Anic Equity¶
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Total return since start: 0.552 %¶
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Equity now: -----------------------------> 47408.74 Kr¶
Max Equity ever reached: ------------> 48629.89 Kr¶
Portfolio value: --------------------------> 46013.83 Kr¶
PnL: ---------------------------------------> -874.74 Kr¶
DD now: ---------------------------------> -2.511 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-01-19 11:33:43.875515'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| FM Mattsson Mora Group B | 50 | 0.500000 | 3020.000000 | 93.000000 | 3.180000 | 2927.000000 |
| HEBA B | 70 | -3.110000 | 2723.000000 | 87.000000 | 3.300000 | 2636.000010 |
| Beijer Electronics Group | 26 | -3.470000 | 3036.800000 | 65.800000 | 2.210000 | 2971.000006 |
| Corem Property Group B | 59 | -1.480000 | 628.350000 | 51.350000 | 8.900000 | 576.999999 |
| SAAB B | 8 | 0.710000 | 3425.600000 | 48.600000 | 1.440000 | 3377.000000 |
| Samhällsbyggnadsbo. i Norden B | 20 | -7.630000 | 391.300000 | 36.300000 | 10.230000 | 355.000000 |
| OEM International B | 7 | -1.750000 | 551.600000 | 23.600000 | 4.470000 | 527.999997 |
| Norva24 Group | 16 | -1.230000 | 565.120000 | 22.120000 | 4.070000 | 543.000000 |
| MedCap | 2 | -1.790000 | 438.000000 | 17.000000 | 4.040000 | 421.000000 |
| Intrum | 4 | -2.060000 | 541.400000 | 14.400000 | 2.730000 | 527.000000 |
| Eastnine | 4 | -0.630000 | 504.800000 | 13.800000 | 2.810000 | 491.000000 |
| Coor Service Management Hold. | 8 | -1.600000 | 542.800000 | 10.800000 | 2.030000 | 532.000000 |
| HMS Networks | 2 | -4.270000 | 680.800000 | 7.800000 | 1.160000 | 673.000000 |
| AcadeMedia | 12 | -0.840000 | 564.240000 | 7.240000 | 1.300000 | 557.000004 |
| Fastighetsbolag. Emilshus Pref | 21 | -0.180000 | 568.050000 | 6.050000 | 1.080000 | 562.000005 |
| Creaspac SPAC | 6 | 0.000000 | 579.000000 | 2.000000 | 0.350000 | 577.000002 |
| Securitas B | 6 | -0.670000 | 570.480000 | 0.480000 | 0.080000 | 570.000000 |
| Swedbank A | 3 | -0.560000 | 564.000000 | 0.000000 | 0.000000 | 564.000000 |
| Essity B | 2 | 0.600000 | 573.600000 | -0.400000 | -0.070000 | 574.000000 |
| Samhällsbyggnadsbo. i Norden D | 12 | -4.490000 | 245.280000 | -0.720000 | -0.290000 | 246.000000 |
| Essity A | 4 | 0.350000 | 1148.000000 | -1.000000 | -0.090000 | 1149.000000 |
| Handelsbanken A | 5 | 0.510000 | 543.750000 | -2.250000 | -0.410000 | 546.000000 |
| Resurs Holding | 22 | -1.370000 | 571.340000 | -2.660000 | -0.460000 | 573.999998 |
| Karnov Group | 9 | -0.340000 | 526.500000 | -9.500000 | -1.770000 | 536.000004 |
| Midsona B | 63 | -0.220000 | 573.300000 | -9.700000 | -1.660000 | 582.999984 |
| Boozt | 12 | -4.870000 | 1639.200000 | -14.800000 | -0.890000 | 1653.999996 |
| CTEK | 13 | -2.800000 | 518.700000 | -15.300000 | -2.870000 | 533.999999 |
| Nordea Bank Abp | 29 | -0.610000 | 3418.520000 | -35.480000 | -1.030000 | 3453.999992 |
| Vivesto | 1368 | -3.070000 | 552.400000 | -60.600000 | -9.890000 | 612.999432 |
| International Petroleum Corp. | 5 | -4.910000 | 533.000000 | -61.570000 | -10.360000 | 594.565215 |
| Sampo Oyj SDB | 7 | 0.560000 | 3759.000000 | -91.000000 | -2.360000 | 3850.000000 |
| Axfood | 13 | -0.500000 | 3610.100000 | -145.900000 | -3.880000 | 3756.000001 |
| OX2 | 18 | -2.530000 | 1488.600000 | -175.400000 | -10.540000 | 1663.999992 |
| Fasadgruppen Group | 35 | 1.520000 | 3500.000000 | -311.000000 | -8.160000 | 3810.999990 |
| Ovzon | 52 | -2.260000 | 2917.200000 | -444.800000 | -13.230000 | 3361.999992 |
| TOTAL | 46013.830000 | -874.740000 | -2.51111% | 46888.564618 |
Updated:¶
'2023-01-19 11:33:57.227875'
None
Last optimization/rebalancing:¶
'2023-01-02'
Next optimization/rebalancing:¶
'2023-02-10'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
